Our Approach

We are committed to listening to our clients and we strive to be professionals they feel comfortable talking with. We take the time to understand the financial concerns our clients carry with them. We bring our financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of our clients’ financial lives. You can feel confident that the advice we provide will reflect your personal dreams and goals.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Brooks Financial Group

Our value statement: We are about being different: helping clients pursue financial independence, striving to help them manage their risk instead of chasing a return, being supportive financial advisors who look to get to know you, and ensuring our clients are not just numbers but are being treated and respected as individuals.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)